Personal Lines Insurance Account Specialist
1 week ago
Alera Group is currently seeking a Personal Lines Insurance Account Specialist to enhance our Property & Casualty division.
As a leading independent insurance agency, we pride ourselves on our client-centric approach, serving a diverse clientele with a focus on high-net-worth individuals.
Recognized for our commitment to excellence, we have been honored as one of the Best Places to Work.
If you are eager to contribute to a dynamic organization that values learning, growth, and positive impact, this role may be a perfect fit for you.
Key Responsibilities:
- Manage a designated portfolio of Personal Lines accounts, including auto, homeowners, and excess lines.
- Provide tailored support to clients through various communication channels.
- Prepare and process new Personal Lines policies for existing clients, including quoting and policy issuance.
- Advise clients on policy coverage options and recommendations.
- Conduct account reviews and suggest additional lines of insurance to foster agency growth.
- Assist clients throughout the claims process, ensuring a smooth experience.
Qualifications:
- P&C License required.
- 2-3 years of experience in Personal Lines insurance preferred.
- Prior experience in customer service is essential.
- Proficiency in Microsoft Office Suite.
- Strong organizational skills and a commitment to teamwork.
We are an equal opportunity employer, and all applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
If you are a California resident, please review the California Consumer Privacy Act prior to applying.
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